Insights - gettectonic.com - Page 81
Better Sales and Services with Salesforce Unlimited Edition

Better Sales and Services with Salesforce Unlimited Edition

Unified+ Edition (UE+): Elevating Salesforce Integration and Capabilities: Better Sales and Services with Salesforce Unlimited Edition The menace of siloed applications and disjointed tech stacks can haunt any company’s operational efficiency. In a market flooded with diverse products and services, the seamless integration of technology and a transparent purchasing process can significantly impact the overall user experience. Better Sales and Services with Salesforce Unlimited Edition Over the past few years, Salesforce clouds and various applications have witnessed substantial growth and transformation. In this busy time of evolution, the introduction of the Salesforce Unlimited+ edition (UE+) stands out. This insight explores the advantages and enhancements that the UE+ bundle brings to organizations, making it a comprehensive solution. Tectonic invites you to learn more. Going Beyond Unlimited: Following the launch of Sales Cloud Unlimited last year, Salesforce has not only focused on bundling popular products into a single SKU but has also aimed to provide an end-to-end solution addressing diverse customer needs. Unveiled at Dreamforce ‘23, UE+ is a significant stride toward achieving a fully integrated product suite. This comprehensive offering encompasses features for planning, communication, system integration, and end-user training, all consolidated into one unified package. By leveraging the power of AI, data, and CRM, UE+ simplifies the journey towards an elevated customer experience. While expectations were high for Data Cloud and Sales GPT to continue being part of Sales Cloud UE+, the delightful surprise of including Sales Planning, Revenue Intelligence, and Slack has elevated its appeal. UE+ for Sales and Service: Sales and Service Clouds, as Salesforce’s flagship products, have continually evolved into comprehensive solutions for organizations of varying complexities. Sales Cloud UE+ integrates everything from other Sales Cloud editions but with additional benefits, including extra Data Cloud and Einstein credits, Sales Planning, Salesforce Maps, Enablement, Revenue Intelligence, and Slack, contributing to an ideal customer experience. Similarly, Service Cloud UE+ enriches the offerings of other Service Cloud editions by adding Data Cloud, extra Einstein credits, Service Cloud Voice, Digital Engagement, Feedback Management, Self-Service, Slack, and CRM Analytics. This combination enhances issue resolution for agents and empowers customers with generative AI search capabilities. UE+ for Your Industry: Available now, UE+ for Industries combines everything from Sales and Service UE+ with industry-specific capabilities and data models. This holistic approach ensures a rapid return on investment, reducing implementation costs and duration. Final Thoughts: For organizations aiming to scale Salesforce processes and enhance functionality comprehensively, UE+ presents an enticing solution. Whether an existing Salesforce customer or a newcomer, UE+ serves as the awaited bundle to mitigate the risks associated with disconnected systems, paving the way for a seamless generative AI journey. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Salesforce Flow

Einstein Flow and Generative AI

By Shannan Hearne, Tectonic Marketing Consultant Based on Nov 2023 Salesforce post from Cesar Castro As part of the ongoing evolution of Salesforce’s Einstein AI, Salesforce provided an update on how Einstein is impacting one of your favorite tools in your Salesforce admin toolkit: Salesforce Flow. Flow, with its numerous powerful capabilities, has been instrumental in helping Salesforce Admins streamline and automate their work, delivering value to all end users in their organizations.  Often without the need for any additional Salesforce development assistance! Einstein Flow and Generative AI are powering a whole new brand of Salesforce actions. Salesforce Flow is a blanket term for everything in the Salesforce ecosystem that allows you to create, manage, and run automation with clicks not code.  Those of you who are using Flow on the regular?  You are known as Flownatics! Working With Einstein Flow and Generative AI In preparation for Einstein for Flow, content was collaborated on with Ajaay Ravi, Einstein for Flow Product Manager, Cesar Castro, Product Manager for Einstein Flow, and Vera Vetter, Director of Product Management, AI Research. Together, as product managers, they are actively working on enhancing Einstein for Flow. As Tectonic’s Salesforce Marketing Consultant I am very excited to share the news with you! Generative AI Einstein for Flow is a generative artificial intelligence (AI) tool that utilizes large language models (LLMs). To drive process automation across multiple Salesforce products. Whether you are a new Flow user or an experienced admin, Einstein for Flow aims to assist in learning and adopting this capability. By aiding in the creation of more complex flows and time saving automations.  Many of Salesforce Flow’s capabilities allow you to do what used to require Apex developers. The powerhouse behind Einstein for Flow is CodeGen, Salesforce’s in-house LLM released by Salesforce AI Research in 2022 to transform software development. CodeGen is the driving force behind the tailored AI solution for the needs of Salesforce users. So, how does Einstein for Flow operate? It’s as straightforward as describing your flow requirement in plain language through a natural language prompt. Einstein then invokes code to interpret and generate the natural flow data. To handle intricate flows, a concept called a “chain of thought” is introduced. By breaking down the flow into manageable steps, sequentially creating each part, and merging them to produce the final flow. In tis way Einstein is ensuring accuracy in meeting your business automation needs. Looking ahead, Salesforce’s roadmap for Einstein for Flow includes exciting features. One notable feature is the ability to use Einstein to edit an existing flow. This is irrespective of whether Einstein created it. Salesforce’s goal is to make flow building more accessible by enabling editing of both new and existing flows. In upcoming releases, an Einstein assistive interface will be integrated. Thereby allowing you to open and edit flows by conversing with Einstein in natural language. For all you Star Trek fans out there, the age of the Enterprise doing your verbal bidding is upon us! Einstein Suggestions Einstein will suggest changes and present a list of interconnected updates resulting from the proposed modifications. Designed to be user-friendly yet advanced, you can inspect recommended changes. Then review step by step, and view individual modifications. Additionally, a history of all changes suggested and made by Einstein will be available for those interested in maintaining an audit trail of AI-driven alterations. This is just the beginning for Einstein for Flow. As Salesforce launched a pilot program with diverse customers, they plan to go general availability (GA) in Spring ’24, with capabilities to generate flows for both standard and custom objects. Customer feedback will play a crucial role in shaping their future roadmap as they continue to explore more use cases and capabilities for Einstein for Flow. Flows are such a powerful tool, they are like visual coding created with clicks. Unlike code requiring only an understanding of programming concepts and logic. Examples of Flow Automation Use Cases: Stay tuned for updates as we ride the Einstein for Flow wave. It’s a game-changer! Tectonic will be watching and implementing with Einstein Flow and look forward to helping you do the same. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more

Read More
2024 AI and Machine Learning Trends

2024 AI and Machine Learning Trends

In 2023, the AI landscape experienced transformative changes following the debut of ChatGPT in November 2022, a landmark event for artificial intelligence. 2024 AI and Machine Learning Trends ahead, AI is set to dramatically alter global business practices and drive significant advancements across various sectors. Organizations are shifting their focus from experimental initiatives to real-time applications, reflecting a more mature understanding of AI’s capabilities while still being intrigued by generative AI technologies. Key AI and Machine Learning Trends for 2024 Here are the top trends shaping the AI and machine learning landscape for 2024: 1. Agentic AIAgentic AI is evolving from reactive to proactive systems. Unlike traditional AI that primarily responds to user inputs, these advanced AI agents demonstrate autonomy, proactivity, and the ability to independently set and pursue goals. 2. Open-Source AIOpen-source AI is democratizing access to sophisticated AI models and tools by offering free, publicly accessible alternatives to proprietary solutions. This trend has seen significant growth, with notable competitors like Mistral AI’s Mixtral models and Meta’s Llama 2 making strides in 2023. 3. Multimodal AIMultimodal AI integrates various types of inputs—such as text, images, and audio—mimicking human sensory capabilities. Models like GPT-4 from OpenAI showcase this ability, enhancing applications in fields like healthcare by improving diagnostic precision. 4. Customized Enterprise Generative AI ModelsThere is a rising interest in bespoke generative AI models tailored to specific business needs. While broad tools like ChatGPT remain widely used, niche-specific models are increasingly popular for their efficiency in addressing specialized requirements. 5. Retrieval-Augmented Generation (RAG)RAG combines text generation with information retrieval to boost the accuracy and relevance of AI-generated content. By reducing model size and leveraging external data sources, RAG is well-suited for business applications that require up-to-date factual information. 6. Shadow AIShadow AI, which refers to user-friendly AI tools used without formal IT approval, is gaining traction among employees seeking quick solutions or exploring new technologies. While it fosters innovation, it also raises concerns about data privacy and security. Looking Ahead to 2024 These trends highlight AI and machine learning’s expanding role across industries in 2024. Organizations must adapt to these advancements to remain competitive, balancing innovation with strong governance frameworks to ensure security and compliance. Staying informed about these developments will be crucial for leveraging AI’s transformative potential in the coming year. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

Read More
Salesforce Summer 24

Other Salesforce Spring 24 Release Updates

Other Salesforce Products and Services Get the latest information on features from Customer Success Group, Heroku, IdeaExchange, and Trailhead GO-other Salesforce Spring 24 Release Updates. Other Salesforce Spring 24 Release Updates Customer Success Group Salesforce Customer Success gives every customer access to resources and expertise from the world’s most extensive success ecosystem. From easy-to-use resources to embedded solution experts, we help you create your own path to success. With each release, we introduce new and better ways to help you see results from all your Salesforce products. Highlights for Spring ’24 include: Get to know Success Plans by visiting our overview page or taking the Salesforce Success Plans Trailhead module. Or visit the Salesforce Help Portal for more resources. To learn more about how to maximize your Salesforce success, check out our Success Now Handbook. Heroku Heroku is a cloud-based application platform for building and deploying web apps. For information on new features, go to the Heroku Changelog. IdeaExchange Share ideas with the Trailblazer community and Salesforce product managers with the IdeaExchange. In 2021, we rebuilt the IdeaExchange on Lightning Experience. The current version features an improved search experience that aids discoverability, more informative idea records, and search-as-you-type dupe detection to help avoid posting the same idea twice. For more information, visit the IdeaExchange. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Marketing Cloud Growth and Advanced Editions

Marketing Cloud Growth and Advanced Editions

While Growth Edition is tailored to small businesses looking to get started with robust marketing automation, Advanced Edition caters to companies that need more sophisticated tools to scale personalization efforts, improve customer engagement, and streamline workflows. It offers additional features, including real-time journey testing, predictive AI for customer scoring, and advanced SMS capabilities, allowing businesses to enhance every touchpoint with their customers.

Read More
nCino and Salesforce

nCino and Salesforce

Leaders in cloud innovation reinforce alliance to provide best-in-class solutions to the financial services industry by extending successful partnership to 2031. Updated commercial terms are expected to improve nCino’s subscription gross margins. Wilmington, N.C. – December 21, 2023 – nCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking for the global financial services industry, today announced an expanded partnership with Salesforce to accelerate the delivery of best-in-class cloud solutions to the financial services industry. This builds on nCino and Salesforce’s long-standing collaboration, established in 2011, to empower financial institutions with digital innovations that increase efficiency, transparency, and reduce risks while driving customer growth and loyalty. “Our strategic partnership with Salesforce has enabled nCino to transform the financial services industry by providing industry-specific solutions that drive efficiencies, deliver intelligence, and help institutions modernize for a more agile future,” said Pierre Naudé, Chairman and CEO of nCino. “We’re glad to again be expanding our work with Salesforce and are committed to utilizing each other’s strengths to further benefit financial institutions of all sizes around the globe.” “nCino’s success is a testament to the enormous opportunity in front of ISVs building on Salesforce,” said Brian Landsman, Executive Vice President, Global Technology Partners, at Salesforce. “Salesforce is the world’s #1 AI CRM, trusted by thousands of partners to power purpose-built solutions for highly specialized industries. The expansion of our work with nCino will only accelerate how our customers are reimagining the future of personalized financial services.” As part of the agreement, nCino will deepen its connectivity to Salesforce platform tools including CRM, powered by AI and automation, and Financial Services Cloud. These innovations will empower financial institutions utilizing nCino and Salesforce to further modernize customer experiences like onboarding, loan origination, deposit account opening, and portfolio management. The expanded agreement also includes updated commercial terms which are expected to improve nCino’s subscription gross margins, minimum payment commitments from nCino during the first four fiscal years of the term of the extension, and an extension of the term of the agreement to 2031. About nCinonCino (NASDAQ: NCNO) is the worldwide leader in cloud banking. Through its single software-as-a-service (SaaS) platform, nCino helps financial institutions serving corporate and commercial, small business, consumer, and mortgage customers modernize and more effectively onboard clients, make loans, manage the loan lifecycle, and open accounts. Transforming how financial institutions operate through innovation, reputation and speed, nCino is partnered with more than 1,850 financial services providers globally. For more information, visit www.ncino.com. Salesforce, Financial Services Cloud and others are among the trademarks of Salesforce, Inc. nCino Media ContactsNatalia [email protected] Safe Harbor StatementThis press release contains forward-looking statements within the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally include actions, events, results, strategies and expectations and are often identifiable by use of the words “believes,” “expects,” “intends,” “anticipates,” “plans,” “seeks,” “estimates,” “projects,” “may,” “will,” “could,” “might,” or “continues” or similar expressions. Any forward-looking statements contained in this press release are based upon nCino’s historical performance and its current plans, estimates, and expectations, and are not a representation that such plans, estimates, or expectations will be achieved. These forward-looking statements represent nCino’s expectations as of the date of this press release. Subsequent events may cause these expectations to change and, except as may be required by law, nCino does not undertake any obligation to update or revise these forward-looking statements. These forward-looking statements are subject to known and unknown risks and uncertainties that may cause actual results to differ materially including, among others, risks and uncertainties relating to the market adoption of our solution and privacy and data security matters. Additional risks and uncertainties that could affect nCino’s business and financial results are included in reports filed by nCino with the U.S. Securities and Exchange Commission (available on our web site at www.ncino.com or the SEC’s web site at www.sec.gov). Further information on potential risks that could affect actual results will be included in other filings nCino makes with the SEC from time to time. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Copilot Capabilities

Copilot Capabilities

Einstein Copilot stands out from other AI assistants and copilots by leveraging Salesforce customers’ proprietary and trusted data to generate valuable responses. Unlike alternatives that lack access to relevant company data or require costly AI model training, Einstein Copilot capabilities provide answers, content summaries, task automation, and complex conversation interpretation—all while maintaining strict data governance. This innovation is achieved through a combination of conversational user interface, a robust large language model, and trusted company data integrated directly into Salesforce’s leading AI CRM applications. Einstein Copilot revolutionizes how users interact with Salesforce applications, offering seamless integration into their workflow to drive significant productivity improvements. With Einstein Copilot Studio, organizations can tailor their assistant to meet specific business requirements, further enhancing its effectiveness. Additionally, Einstein Copilot and Einstein Copilot Studio feature the Einstein Trust Layer, safeguarding sensitive data while leveraging trusted information to enhance generative AI responses. Copilot Capabilities The significance of these advancements is underscored by the increasing investment in AI, with 45% of executives boosting their AI initiatives. Early adopters are already experiencing benefits such as freeing up over 30% of employee time to focus on revenue growth, cost reduction, and delivering superior customer experiences. Einstein Copilot delivers accurate recommendations and content for various tasks, from building digital storefronts to drafting custom code and providing sales guidance. It securely integrates customer data from Salesforce Data Cloud, including enterprise content, Slack conversations, telemetry data, and structured/unstructured data, ensuring informed and precise decision-making. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Marketing Cloud Cloudpages

Salesforce Marketing Cloud for a Healthcare Provider

Personalized Care & Communication: Salesforce Marketing Cloud for a Healthcare Provider As the elderly become more tech-savvy, they expect modern, efficient ways to communicate with healthcare providers. A regional Medicare provider in the Northeastern United States faced challenges with their outdated communication systems. Relying solely on paper mail, postcards, and phone calls, the organization struggled to connect with members, lacked visibility into the success of their campaigns, and experienced early turnover due to minimal engagement. These inefficiencies strained the customer experience and made it clear that modernization was overdue. To address these challenges, we implemented Salesforce Marketing Cloud to engage customers through email and SMS. Goals for the Project: Tectonic’s Role in the Transformation Tectonic designed and implemented a Salesforce Marketing Cloud solution that transformed how the provider communicated with its members. The solution enabled multi-channel, multi-language communications integrated with Salesforce Health Cloud via the Marketing Cloud Connector and additional systems like MuleSoft and Snowflake. To enhance SMS capabilities, the organization also integrated with Five9. Early collaboration with the provider’s Salesforce Health Cloud team enabled Tectonic to address outdated customer data issues, create safeguards for inaccurate information, and plan future strategies for seamless customer data collection. A custom preference center was also developed and translated into multiple languages. Overcoming Data Challenges Accurate customer data was a significant obstacle—only 60% of records included valid email or mobile phone numbers, with an even smaller percentage having both. Tectonic conducted multiple working sessions to develop strategic efficiencies and establish a foundational process for gathering and cleansing member contact information. Customized journeys were created to ensure messaging aligned with available communication channels. For example: Key Outcomes Tectonic’s efforts allowed the healthcare provider to modernize their communications, better analyze engagement data, and improve member interactions. The results exceeded expectations: Impact Across Departments This project not only improved member communication but also empowered internal departments—including Marketing, Customer Experience, Sales, and Retention—with easy-to-understand metrics. It laid the foundation for future campaigns, enhanced data accuracy, and fostered stronger member relationships. By leveraging Salesforce Marketing Cloud and Tectonic’s expertise, the healthcare provider transformed its operations to deliver personalized, timely communication and ensure lifelong member satisfaction. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Nonprofit

Engage the Donors of Your Nonprofit

Explore these eight effective strategies for involving supporters in your nonprofit organization for improved engagement. The art of engaging nonprofit donors starts here: Customize Communication: Conduct Donor Research: Foster Trust to engage nonprofit donors: Extend Beyond Requests: Acknowledge Donors: Establish a Membership Program to engage nonprofit donors: Actively Engage on Social Media: Optimize Your Website to engage nonprofit donors: For improved donor engagement, consider leveraging Salesforce’s Nonprofit Marketing solution. This software provides a unified view of your community, facilitating personalized donor experiences, measuring engagement, and streamlining communication across channels on a single platform. Contact Tectonic to discuss marketing solutions for your nonprofit. Tectonic is pleased to announce the release of our Nonprofit Cloud Salesforce Implementation Solution. Like Related Posts Tectonic’s Successful Salesforce Track Record Salesforce Technology Services Integrator – Tectonic has successfully delivered Salesforce in a variety of industries including Public Sector, Hospitality, Manufacturing, Read more Cloud Computing for NGOs As cloud computing becomes more prevalent and accessible, nonprofits are increasingly leveraging its benefits to enhance operations, boost fundraising efforts, Read more Salesforce Nonprofit for Fundraising Nonprofit Cloud for Fundraising, alternatively referred to as Salesforce Fundraising Nonprofit, introduces innovative and user-friendly methods to engage donors, raise Read more Business Card Scanner App for Salesforce Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning Read more

Read More
Salesforce Einstein Copilot

Introducing Salesforce Einstein Copilot

Einstein Copilot introduces a cutting-edge generative A. Powered by a conversational assistant seamlessly embedded within every Salesforce application. Its strategically enhancing workflow and yielding substantial gains in productivity.  Announced at Dreamforce 2023, in case you missed it, read on. The newly integrated Einstein 1 Data Cloud, part of the Einstein 1 Platform, allows customers to establish a unified customer profile. By connecting any data source. This integration infuses AI, automation, and analytics into every customer experience, fostering a comprehensive approach. Salesforce Einstein Copilot Studio Einstein Copilot Studio provides organizations with the flexibility to tailor Einstein Copilot. A Salesforce tool used according to specific business requirements. It incorporates the Einstein Trust Layer, ensuring the protection of sensitive data while leveraging trusted information to enhance generative AI responses. Unlike other generative AI copilot solutions, Einstein Copilot is natively integrated into the world’s leading AI CRM – Salesforce. Seamlessly tapping into data from various Salesforce applications. This integration ensures more accurate AI-powered recommendations and content generation. Data Cloud The Data Cloud serves as the foundation for Einstein Copilot. Data Cloud offers real-time, consolidated views of customers or entities. With Data Cloud, creating a data graph is simplified, enabling the generation of AI-powered apps with a single click, eliminating the need for manual data queries or joins. Einstein Trust Layer The Einstein Trust Layer, an integral part of the Einstein 1 Platform, ensures the secure retrieval of relevant data from Data Cloud. Before sending it to the Language Model (LLM), proprietary, sensitive, or confidential information is masked, maintaining a high level of data security and compliance. Copilot for Sales aligns with existing CRM access controls and user permissions. Salesforce requires ensuring administrators and users have the necessary permissions for customization and data management within Copilot for Sales. Salesforce Copilot service functions similarly to other generative AI tools in the customer experience landscape, responding to customer queries automatically with personalized answers grounded in company data. Einstein Copilot & Search, anticipated for availability from February 2024, is set to leverage Data Cloud unstructured support. It will be ushering in a new era where Generative AI-based apps redefine the user interface. Thereby allowing seamless interactions and conversations with applications. This transformative shift signifies a significant milestone in Enterprise Software, with Salesforce actively participating in this evolving landscape. Copilot for Sales How is Copilot for Sales different from Copilot for Microsoft 365? Microsoft Copilot for Sales is an AI assistant designed for sellers that brings together the capabilities of Copilot for Microsoft 365 with seller-specific insights and workflows. What Salesforce just did is drop the GPT name and go with Copilot, By endorsing the Microsoft branding it announced earlier this year with Microsoft Copilot for Microsoft 365 and CoPilot for Dynamics 365. Like Related Posts Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more

Read More
The Promise of AI in Health Outcomes

The Promise of AI in Health Outcomes

As President Biden has highlighted, artificial intelligence (AI) holds tremendous promise and potential peril. This is especially true in healthcare. On October 30, the President underscored his commitment by signing a landmark Executive Order aimed at governing AI development and use to improve health outcomes for Americans while safeguarding their security and privacy. The Biden-Harris Administration is leveraging every tool at its disposal to advance responsible AI in healthcare. However, U.S. government action alone cannot achieve the bold vision laid out by the President. By integrating AI into their platform, Salesforce aims to empower public health organizations with actionable insights and predictive analytics. From disease surveillance to population health management, AI-driven solutions have the potential to revolutionize how we approach public health initiatives. Therefore, policy priorities include managing and measuring the environmental impacts of AI by requiring emissions disclosures, adding environmental impact as a risk factor, and establishing efficiency standards for high-risk AI systems. In response to the Administration’s leadership, leading healthcare providers and payers have announced voluntary commitments to the safe, secure, and trustworthy use of AI in healthcare. These commitments build on ongoing efforts by the Department of Health and Human Services (HHS), the AI Executive Order, and earlier commitments from 15 leading AI companies to develop models responsibly. Today, 28 providers and payers have joined these commitments, including Allina Health, Bassett Healthcare Network, Boston Children’s Hospital, Curai Health, CVS Health, Devoted Health, Duke Health, Emory Healthcare, Endeavor Health, Fairview Health Systems, Geisinger, Hackensack Meridian, HealthFirst (Florida), Houston Methodist, John Muir Health, Keck Medicine, Main Line Health, Mass General Brigham, Medical University of South Carolina Health, Oscar, OSF HealthCare, Premera Blue Cross, Rush University System for Health, Sanford Health, Tufts Medicine, UC San Diego Health, UC Davis Health, and WellSpan Health. The commitments align with the “FAVES” principles—Fair, Appropriate, Valid, Effective, and Safe. Under these principles, companies commit to informing users when they receive content that is largely AI-generated and not reviewed by humans. They will adhere to a risk management framework to monitor and address potential harms of AI applications. Additionally, they pledge to develop AI solutions responsibly, advancing health equity, expanding access to care, making care affordable, improving care coordination, reducing clinician burnout, and enhancing patient experiences. Healthcare is an essential service, and quality care can be a matter of life and death. AI-enabled tools used for clinical decisions must undergo appropriate testing, risk mitigations, and human oversight to avoid costly or dangerous errors. AI diagnoses can be biased if not trained on diverse data, and AI’s data-collection capabilities could create privacy risks. Addressing these risks is crucial. Despite these risks, AI holds enormous potential to benefit patients, doctors, and hospital staff. AI can help doctors deliver higher-quality, more empathetic care and cut healthcare costs by hundreds of billions of dollars annually. It can also help patients make more informed health choices by better understanding their conditions and needs. Consider some examples: Each year, hospitals produce 3.6 billion medical images worldwide. AI helps doctors analyze images more quickly and effectively, detecting signs of breast cancer, lung nodules, and other conditions earlier than ever before. AI is also streamlining drug development, matching drug targets with new molecules faster and cheaper, translating to better care for patients. Additionally, new generative AI applications can alleviate clinician burnout by automating data extraction, form population, note recording, and patient communications. The Promise of AI in Health Outcomes To understand AI applications and the necessary risk-mitigation measures, the Biden-Harris Administration has engaged with healthcare providers, payers, academia, civil society, and other stakeholders. These engagements have informed the Administration’s approach, including the President’s October AI Executive Order, which tasks HHS with a wide range of actions to advance safe, secure, and trustworthy AI. These actions include developing frameworks, policies, and potential regulations for responsible AI deployment, documenting AI-related safety incidents, prioritizing grants for innovation in underserved communities, and ensuring compliance with nondiscrimination laws in AI deployment in healthcare. The private-sector commitments announced today are a critical step in our whole-of-society effort to advance AI for the health and well-being of Americans. These 28 providers and payers have stepped up, and we hope more will join these commitments in the coming weeks. The Promise of AI in Health Outcomes has been addressed by governments everywhere. In March 2024, Salesforce strengthened its AI commitment to healthcare. Salesforce’s Einstein 1 Platform powers Einstein Copilot with your healthcare organization’s unique data and metadata from Data Cloud to capture and summarize patient details, quickly update patient and member information, and automate manual processes Assessment Generation digitizes paper assessments and surveys to capture and track patient data Customers like Baptist Health South Florida and HarmonyCares are using Salesforce to personalize patient interactions and create a single, unified view of each patient Today, Salesforce announced AI and data innovations for CRM to help make healthcare operations more efficient and personalized. Einstein Copilot: Health Actions, a conversational AI assistant that will deliver trusted AI responses grounded with your healthcare organization’s own trusted and private data, Assessment Generation, and Data Cloud for Health help automate and streamline clinical summaries, deliver more personalized communication, and help compile tailored patient assessments faster for care teams, all from a single platform. These new innovations are powered by Salesforce’s Einstein 1 Platform, which helps organizations safely unlock their data to create better patient experiences and augment employee productivity. Why it matters: Nearly a quarter of U.S. healthcare spending is wasted on administrative costs, presenting a potential cost savings of up to $320 billion for healthcare organizations, according to McKinsey and Co. AI could be the solution, with recent Forrester data revealing that 82% of healthcare data leaders say AI is a top focus area that will drive operational efficiency.  Content updated April 2024. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business

Read More
Tableau Pulse

Tableau Dashboard Design Tips

Better Tableau Dashboard Design Tips. Eight strategies for crafting engaging and delightful Tableau dashboards: Creating dashboards using Tableau Dashboard Design Tips makes for better user experience. “It’s easy to be distracted by formatting and finding the perfect color, size, and position for elements. It’s best to do this towards the end, after reviews by the end users, to not waste effort because entire charts suddenly change and all formatting is lost.” ALEXANDER WALECZEK, ANALYTICS PRACTICE LEAD AND TABLEAU AMBASSADOR Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

Read More
Capture UTM Parameters in Wordpress Forms

Simple Steps to Capture UTM Parameters in WordPress Forms

4 Easy Steps to Capture UTM Parameters in WordPress Forms Using Attributer Capturing UTM parameters within WP Forms using Attributer is simple. Just follow these four straightforward steps: Capture UTM Parameters in WordPress Forms About Attributer: Attributer is a robust tool designed for capturing UTM parameters within WP Forms. It operates by collecting technical user data such as UTM parameters, HTTP referrer information, and device details. By categorizing each visit into channels and storing the information as a cookie in the visitor’s browser, Attributer facilitates the automatic completion of hidden fields when a user submits a WP Form. Founded by a B2B marketing consultant, Attributer optimizes marketing ROI by precisely identifying the channels that convert visitors into leads and customers. Choosing Attributer offers a superior alternative to capturing raw UTM parameters, enabling a more refined and insightful data collection process. Like Related Posts CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Capture Initial Traffic Source With Google Analytics To ensure the proper sequencing of Tags, modify the Tag sequencing in the Google Analytics preview Tag settings. The custom Read more Snowflake and Salesforce with Embed Snowflake has deepened its partnership with investor Salesforce by introducing two tools that seamlessly connect their cloud-native systems. Snowflake and Read more

Read More
gettectonic.com